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Journey Strategic Wealth’s Toyota TM Stock Holding History

Journey Strategic Wealth’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$314K Buy
1,521
+450
+42% +$102K 0.01% 521
2025
Q4 		$229K Buy
+1,071
New +$217K 0.01% 640

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Journey Strategic Wealth's TM Position: Q1 2026 in Review

Journey Strategic Wealth increased its Toyota (TM) stake by 42% in Q1 2026, buying an estimated $102K and bringing the position to 1,521 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #521.

Journey Strategic Wealth first reported a position in TM in Q4 2025 and has held it in 2 quarters since. 696 funds tracked by Wall St. Rank hold TM as of Q1 2026.

  • Journey Strategic Wealth held 1,521 shares of Toyota worth $314K as of Q1 2026.
  • Journey Strategic Wealth bought 450 Toyota shares in Q1 2026, an estimated $102K.
  • Toyota made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #521 holding.
  • Journey Strategic Wealth first reported a position in Toyota in Q4 2025 and has held it in 2 quarters since.
  • 696 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.